GAB icon

Gabelli Equity Trust
GAB

Overview Fund Activity

135 hedge funds and large institutions have $97.7M invested in Gabelli Equity Trust in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 11 closing their positions.

Holders
135
Holders Change
+18
Holders Change %
+15.38%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
31
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$12.9M
2
GSWM
2
Golden State Wealth Management
California
$2.36M
3
MGWM
3
Marks Group Wealth Management
Minnesota
$1.48M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$577K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.75M

Top Sellers

1
JWCA
1
J.W. Cole Advisors
Florida
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$9.95M
3
Bank of America
3
Bank of America
North Carolina
$9.21M
4
MAFM
4
Mid Atlantic Financial Management
Pennsylvania
$0
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GAM
126
Gemmer Asset Management
California
$5K 774 – –
RCC
127
Red Cedar Capital
Nebraska
$5K 847 – –
AA
128
Addison Advisors
Vermont
$5K 808 +808 New
FDCDDQ
129
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.63K 739 – –
GWMIA
130
Global Wealth Management Investment Advisory
Florida
$3K 429 – –
FF
131
FourThought Financial
Florida
$3K 602 +602 New
PWMG
132
Prestige Wealth Management Group
New Jersey
$2K 343 – –
KFI
133
Key Financial Inc
Pennsylvania
$1K 200 +200 New
ICP
134
Interchange Capital Partners
Pennsylvania
$1K 251 +251 New
JWCA
135
J.W. Cole Advisors
Florida
– – -1,048,651 Closed
MAFM
136
Mid Atlantic Financial Management
Pennsylvania
– – -56,200 Closed
Baird Financial Group
137
Baird Financial Group
Wisconsin
– – -40,072 Closed
Susquehanna International Group
138
Susquehanna International Group
Pennsylvania
– – -15,631 Closed
FI
139
FormulaFolio Investments
Michigan
– – -13,938 Closed
WAP
140
Wealthcare Advisory Partners
Pennsylvania
– – -13,050 Closed
Envestnet Asset Management
141
Envestnet Asset Management
Illinois
– – -12,569 Closed
RJT
142
Raymond James Trust
Florida
– – -10,656 Closed
KA
143
Kovack Advisors
Florida
– – -10,155 Closed
First Manhattan
144
First Manhattan
New York
– – -3,219 Closed
JWM
145
Jeppson Wealth Management
California
– – -1,800 Closed
CFGS
146
Concourse Financial Group Securities
Alabama
– – – –
Fidelity Investments
147
Fidelity Investments
Massachusetts
$0 1 +1 New
2 3 4 5
6